Nexum Platform Guides

My Desk: How Nexum Gives Every Collector a Prioritized Day

My Desk shows each collector today's accounts in the order to work them, and lets them log each call without leaving the list.

If a collector only learns one screen, it should be this one.

Summary

My Desk is the collector's daily workspace: a prioritized call list built by a supervisor.

Logging a result, recording the call, adding notes and setting a follow-up happen in one step.

Locked rows and red or amber bars keep collectors inside the rules automatically.

Key takeaways

Build the daily lists every morning from Back Office.

Read the warning bar every time before logging a result.

Never work around a lock; ask a supervisor if it looks wrong.

What My Desk is

My Desk is each collector's daily workspace in the Nexum CRM. It shows the accounts to work today, in the order to work them, and lets the collector log the result of each call without leaving the list. If a new collector only learns one screen, it should be this one.

What collectors use it for

See today's call list, built by their supervisor, in priority order.
Open any account to see the full story before dialing.
Log what happened on each call (result, recording, notes and follow-up date) in one step.
Skip an account they can't work right now.

Reading a row

Each row is one account and shows:

A star in front of the name if it's a priority account.
The debtor's name, the account number and the client.
The phone number (or "no phone"), current balance, status and follow-up date.
Action buttons, or a grey tag showing what already happened (for example, called or skipped).

Logging a call result

Click Log Result on the row. Before anything else, the system checks the account and shows a bar if needed:

Red (blocked): cease-and-desist, do-not-call list, bankruptcy, outside legal call hours for the consumer's local time, or the daily or weekly attempt limit reached. The call can't be logged.

Amber (warning): the account is disputed, in litigation or judgment, past its statute of limitations, or within 90 days of it.

Then the collector picks the result (no answer, left voicemail, right-party contact, spoke to third party, callback requested, wrong number, bad number, hung up and others). Some results change the account's status automatically, and the new status is shown in the list. They can record the call with Start and Stop Recording, add notes and set a follow-up date.

Locked rows

Some rows show a lock and have no Log Result button. That happens when the account has a cease-and-desist, is on the do-not-contact list or has a bankruptcy. Collectors must not contact these consumers. The rule is simple: don't work around a lock; ask your supervisor if you think it's wrong.

Moving accounts to your desk

Collectors can ask for an account with + Task → Request Account Transfer. The request goes to admins, who check it and approve or decline from the Back Office Hub. Approved accounts appear on the collector's desk under I'm Working On.

Where the list comes from

Supervisors build each morning's lists in Back Office with the Daily Call List Builder, filtering by client, industry, balance, DebtorIndex tier, days since last contact, state and status, and setting accounts per agent. Until a list is built, the collector's list is empty.

Why it matters

My Desk turns compliance rules into the shape of the workday. Collectors spend their time on conversations, not on figuring out what's allowed.

See it working in your agency

Book a 30-minute guided Nexum demo built around your agency's real bottleneck, or call 502ZONE directly at (786) 524-4252. Nexum Open CRM is free: no license fee, no seat fees, no subscription. Add 502ZONE modules only when you want more recovery.

Bring us your most expensive collections problem.

Our guided 30-minute session focuses on your real workflow and the problem costing you the most.

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